Fidelity Corporate Actions Solutions

Fidelity Corporate Actions Solutions

We provide a comprehensive suite of enriched data, workflow tools, and support from analysts and technology experts to efficiently manage the lifecycle of a corporate action.

Choose a Solution that Best Meets Your Needs

  • Announcement Capture & Validation

    Edits, synthesizes, and reformats corporate actions announcements into a composite record. Access to multiple commercial data sources, highly skilled analysts, and leading-edge technology.

  • Event Management

    Combines validated, market-level information with a client's custodian or proprietary data. This configurable solution produces a composite corporate actions summary record and provides a dashboard to monitor key event dates and manage exceptions.

  • Election & Instruction Management

    Comprehensive end-to-end notification and response workflow tool that increases efficiency and controls risk by automating portfolio manager notifications and custodian instructions. The risk management dashboard provides greater transparency and enhances operational controls.

  • Entitlements & Reconciliation

    Calculate entitlements based on configurable templates by event type and country and interfaces with downstream systems to automate entitlements processing and the blocking and unblocking of share entitlements. Payments from custodians, agents, or depositories are reconciled against calculated amount and discrepancies are identified for resolution.

Highlights

Analysts and in-house technology staff are available for research and support, 24/7.
  • Empower Client Growth

    Scalable modular technology which enables growth in both volume and complexity of corporate actions events.

  • Optimize Data

    Service-based subscription offering that delivers enriched, customized, and highly usable content to support investment decision making, identify operational priorities, and manage workflow.

  • Automates Workflow

    Workflow management tools that deliver automation to facilitate straight-through processing that keep pace with the latest industry standards and protocols.

About Us

Simplifying the Complex World of Global Corporate Actions

Fidelity Corporate Actions Solutions is a trusted source for global corporate actions data and workflow tools that streamline activities across the lifecycle of an event and give clients the confidence they need to effectively process this time-sensitive information. We are a Fidelity Investments company and focus on quality, service excellence, and continual investment to meet the evolving needs of the clients we serve around the globe. We are also a service provider to many business units within Fidelity.

Meet Our Leaders

  • Bill Chave

    Bill Chave

    Client Services

    Bill Chave is the Senior Director of Client Services for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. He manages the FCAS Client Service Team which is responsible for ensuring the overall satisfaction of our clients across our data and software products.

  • Evelyn Tan

    Evelyn Tan

    Technology

    Evelyn is responsible for the direction, strategy and delivery of the technology platform supporting the wide spectrum of our product and service offerings. She also has responsibility for the Corporate Actions Technology supporting Fidelity's Brokerage Operations.

  • John MacCune

    John MacCune

    Client Experience

    John MacCune is Vice President of Client Experience for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. He also has responsibility for the overall client experience leading the client support functions which include relationship management and the day to day support provided to clients by the Client Service Team.

  • Kelley Warner

    Kelley Warner

    Implementation

    Kelley Warner is a Senior Director of Client Experience for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. She oversees the Client Implementation Team which is responsible for managing all aspects of the client implementation process from initiation to delivery, and driving projects to completion within their timeline and defined deliverables.

  • Michael Schrader

    Michael Schrader

    Finance

    Michael Schrader is Vice President of Finance for Fidelity Corporate Actions Solutions, a Fidelity Investments company. He is responsible for all financial operations, strategic planning, pricing strategy, client & vendor billing and contract management.

  • Quinnie Luong

    Quinnie Luong

    Product

    Quinnie Luong is a Director for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. She is responsible for helping with development and execution of the product strategy and roadmap and set priority for product initiatives to deliver value to clients and prospects.

  • Sean Cain

    Sean Cain

    Product Management and Operations

    Sean Cain is the Director of Product Management and Operations for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. He is responsible for leading the product strategy and new product development for multiple product lines including a corporate action data validation service and an end-to-end workflow platform.

  • Ted Anastasi

    Ted Anastasi

    Sales and Marketing

    Ted Anastasi is Vice President, Sales and Marketing for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. He is responsible for leading business development strategy and execution of marketplace brand awareness and new client acquisition for multiple product lines.

  • Will Dolan

    Will Dolan

    Head of Fidelity Corporate Actions Solutions

    Will Dolan is Head of Fidelity Corporate Actions Solutions, a Fidelity Investments Company. He is responsible for leading the company's strategy and day to day operations, managing the growth and scalability of the business, as well as leading the executive team.

 
 

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